MICROSOFT CORP (MSFT) Stock Institutional Trading Activity


MICROSOFT CORP (MSFT) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q1 2026), investors with some of the largest reported share count changes include Hancock Classic Value, Jensen Investment Management, Cantillon Capital Management, Sequoia Financial Advisors, and Torray Fund. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2025Egerton Capital UKSell-429,4761,328,533$498,718,003
Q1 2025Meritage GroupBuy936,7931,385,107$519,955,317
Q1 2025Vulcan Value PartnersBuy204,8811,393,139$523,166,505
Q1 2025Fundsmith Investment ServicesSell-306,8971,771,071$664,842,343
Q1 2025Lone Pine CapitalBuy320,6311,960,328$735,887,528
Q1 2025Mairs & Power Growth FundBuy26,8381,996,217$749,360,074
Q1 2025AltaRock PartnersBuy687,0082,578,649$967,999,048
Q1 2025Eagle Capital ManagementBuy678,8183,990,454$1,497,976,527
Q1 2025FundsmithSell-816,8715,370,162$2,015,905,113
Q1 2025Polen Capital ManagementSell-469,7765,941,106$2,230,231,954
Q1 2025Tiger Global ManagementBuy896,7006,240,865$2,342,758,312
Q1 2025Parnassus Endeavor FundBuy474,8276,450,971$2,421,630,003
Q1 2025TCI Fund ManagementBuy3,306,24417,299,881$6,494,202,329
Q1 2025Eagle Capital ManagementSell-23922,858$8,581
Q1 2025Viking Global InvestorsSell-1,706,382683,918$256,735,978
Q1 2025Cullen Value FundSell-36487,925$33,006,059
Q4 2024Torray FundBuy49439,010$16,442,715
Q4 2024Gardner Russo & QuinnSell-504,955$2,088,533
Q4 2024ARK InvestBuy35230,761$12,965,762
Q4 2024Jensen Investment ManagementSell-66,0412,055,344$866,327,496
Q4 2024Yacktman Asset ManagementSell-31,4201,217,007$512,968,450
Q4 2024Dodge & Cox Stock FundSell-39,7019,061,091$3,819,249,857
Q4 2024Triple Frond PartnersBuy26,314278,458$117,370
Q4 2024AKO CapitalSell-122,5251,142,735$481,663
Q4 2024Brave Warrior AdvisorsBuy7501,275$537,412
Q4 2024Giverny CapitalBuy2,0662,354$992,211
Q4 2024Renaissance Technologies LLCSell-1,568,8882,383$1,030,438
Q4 2024Matrix Private Capital GroupSell-163,725$1,570,088
Q4 2024RV CapitalBuy11,50011,500$4,847,250
Q4 2024Hillman Value FundSell-2,18121,487$9,056,771

Frequently asked questions about MSFT activity

  • Which institutional owners are buying MSFT?

    Institutional owners buying MSFT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MSFT activity?

    "Buy" means an investor increased their reported position in MSFT compared to the prior reporting period. This reflects growing exposure to MICROSOFT CORP (MSFT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MSFT increasing?

    Institutional interest in MSFT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.